1 publicly disclosed transaction where Burgundy Asset Management (BMO) played an advisory, financing or investing role, most recent first.
Jun 19, 2025
Burgundy Asset Management Ltd.
Target · Wealth / asset management
Buyer BMO Financial Group · Seller Burgundy shareholders
BMO agreed to buy Burgundy for about C$625 million in BMO shares, including a C$125 million holdback tied to keeping certain AUM for 18 months after closing, plus a possible earn-out. The deal closed November 3, 2025, and Burgundy now runs as a separate line of business within BMO Wealth Management.
